ADVISOR BIO

Samuel John Hutchison is a Certified Financial Planner™ who has been working in the financial services industry since 2012. Samuel is registered with The Mather Group, LLC in Illinois and Texas. He is currently licensed as an Investment Advisor Representative. Samuel has completed the Uniform Investment Adviser Law Examination and works with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Samuel Jacob Smith is a financial advisor who has been active in the industry since 2019. Samuel holds the Series 63, Series 65, Series 6TO and SIE licenses. Samuel is registered with Assetmark, Inc. and is based in Chicago, IL. Samuel is also registered with Assetmark Brokerage, LLC. and is based in Chicago, IL. Samuel's areas of expertise include: Retirement planning, Estate planning, College savings planning, and Insurance planning. Samuel has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Samuel Iampaglia is an investment professional with over 15 years of experience in the financial services industry. Samuel is registered as a broker-dealer with J.p. Morgan Securities LLC and is also a registered investment adviser in Illinois and Texas. Samuel specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Samuel is committed to providing personalized and comprehensive financial planning services to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Samuel Feldman is an active broker-dealer and investment advisor representative registered with Edward Jones in both Missouri and Illinois. Samuel has been in the securities industry since November 1, 2017, and has been with Edward Jones since June 2016. Samuel is registered to provide investment advice in 54 states and the District of Columbia. Samuel holds the Series 7, Series 66, and SIE licenses. Samuel is also registered as an investment advisor representative in Missouri, Illinois, and Texas. Samuel is a graduate of the University of Missouri-Columbia and is a food reviewer/consultant for Sweetwater Meat and Seed Company in Chicago.

SPECIALIZATIONS

ADVISOR BIO

Samuel Girouard is a financial advisor with J.p. Morgan Securities LLC, licensed in Illinois and Texas. Samuel's advisory services include financial planning, pension consulting, and selection of other advisors. Samuel has been in the industry since August 10, 2014, and has been registered with J.P. Morgan Securities LLC since July 2014. Samuel has a Series 63, Series 7 and Series 65 license and holds registrations in many states. Samuel also has extensive experience in portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Sanchir Enkhjargal is a registered representative with J.P. Morgan Securities LLC and has been in the industry since May 2022. Sanchir has a Series 7, Series 63, and SIE license. Sanchir specializes in a range of areas including securities, mutual funds, variable annuities, life insurance, and retirement planning. Sanchir is registered in all 50 states and the District of Columbia.

SPECIALIZATIONS

ADVISOR BIO

Sandeep Soorya is an Investment Advisor Representative at nextGEN Healthcare Advisors LLC. Sandeep has been a registered Investment Advisor Representative since 2024. Sandeep is also registered as a securities agent in Illinois. Sandeep holds Series 63, 65 and 7 securities licenses. Sandeep has experience with CITIGROUP GLOBAL MARKETS INC. Sandeep's current firm, nextGEN Healthcare Advisors LLC offers financial planning and portfolio management services for individuals.

SPECIALIZATIONS

ADVISOR BIO

Sandford C. Boyce is a financial advisor with over 37 years of experience in the financial services industry. Sandford is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 3, 5, 7, 15, 63, and 65 licenses. Sandford has been registered with Merrill Lynch since 2016, but previously worked for William Blair & Company L.L.C., R. W. Pressprich & Co., Inc., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. Sandford provides portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Sandford works with a range of clients, including individuals, high-net-worth individuals, corporations, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Sandi Sumner is a financial advisor with Bankers Life Advisory Services, Inc. Sandi has been in the financial services industry since January 2009 and is licensed to offer investment advice in Vermont, New Hampshire and Massachusetts. Sandi has experience providing financial planning, investment management and educational seminars for both individuals and businesses. Sandi can also assist with the selection of other advisors, if needed.

SPECIALIZATIONS

ADVISOR BIO

Sandra Wolfram is a registered representative with Park Avenue Securities LLC and has been in the industry since 1983. Sandra is a Series 7, Series 22, Series 24, and Series 63 licensed professional. Sandra has experience with financial planning, educational seminars, and selection of other advisors. Sandra is registered in Arizona, Florida, Illinois, Iowa, Massachusetts, New York, Virginia, Washington, and Wisconsin. Previously Sandra was a registered representative with GUARDIAN INVESTOR SERVICES CORPORATION, W. S. GRIFFITH & CO., INC., and PPS SECURITIES CORP..

SPECIALIZATIONS